GDPR合规性

GDPR是一套全面的规则，将取代现有的数据保护指令或指令95/46/EC，后者将在整个欧盟执行。该计划旨在赋予欧盟公民权力，让他们直接控制自己希望如何处理自己的数据，并保护自己的数据隐私。由于全球个人数据传输的性质日益复杂。

备注：

本文件所载内容不应视为法律意见。请联络您的法律顾问，了解GDPR如何影响您的组织，以及您需要做些什么来遵守GDPR。
以下对API的更改仅适用于启用了GDPR遵从性的模块。

机构API

一个新的keyprivacy_settings添加到机构API中。该字段的数据类型为布尔型，如真/假。

备注：

如果privacy_settings=true，为该机构启用了GDPR遵从性。
如果privacy_settings=false，则为该机构禁用了GDPR。

字段API

CRM中一个名为数据处理基础的字段将为特定记录携带合法数据处理依据。您可以根据希望如何处理客户的数据来确定该字段中的值。

目前，该字段仅在线索，联系人，供货商和自定义模块中支持。

一个名为private的key添加到此API中，将字段标记为受保护字段。键的值是JSON对象或空值。

可以通过在布局编辑器中启用该选项将字段设置为私有。如果用户创建了一个受保护的字段，但没有选择数据的灵敏度(sensitive/normal)，则私钥为null。基于数据的敏感性，

type属性可以是高或低。一旦为机构启用了隐私设置，获取记录API中显示的私有字段值将基于首选项设置。

高和低值对应于CRM界面中的个人字段中的敏感和常规值。

如果隐私密钥中的限制是true，那么字段的值将不会在任何与记录相关的API中公开。

记录API - 插入

插入或添加记录时，数据处理基础资料密钥必须在POST请求中给出。此新密钥包含客户接受的同意书的详细信息。在另一种意义上，在请求中，可以使用此键向特定记录添加同意细节。

这个键中的值是JSON对象的形式。

更新和更新插入记录api也遵循相同的请求模式。
如果在插入记录时没有指定数据处理基础的详细信息，Data_Processing_Basis_Details键变为空值。

记录API - GET

此API检索记录的所有数据以及同意的详细信息。在"示例请求：从线索模块获取一条记录"中，邮箱字段被标记为私有字段。因此，字段的值变为空值。

此示例也适用于批量操作(批量获取、批量插入等)。
在示例响应中，邮箱字段是隐私保护的。因此，该字段的值为“null”，即使记录的电子邮件存在。在请求URL的params部分添加include=private_fields，以便在任何GET api中包含“private_fields”键。
如果特定记录的$stop_processing键值是真，那么任何更新、更新插入或转换过程都不能用于记录。

搜索API

在搜索API中，数据处理基础(合法基础)明细与记录明细一起显示。

在"示例请求：根据标准在线索模块中搜索记录"中，邮箱字段被标记为隐私 (restricted=true)，因此，值为空。

当通过条件搜索该电子邮件的记录时，会抛出以下错误：

{
"code": "INVALID_QUERY",
"details": {
"reason": "Cannot use the restricted field.",
"api_name": "Email"
},
"message": "invalid query formed",
"status": "error"
}

备注：

搜索API的输出响应类似于GET API。
不能通过条件搜索受限制的私有字段。

Curl

示例响应：获取机构数据


				curl "https://www.zohoapis.com.cn/crm/v2/org"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

示例响应


				{
    "org": [
       {
            "country": "US",
            "mc_status": false,
            "gapps_enabled": false,
            "id": "111111000000033001",
            "state": null,
            "employee_count": "154",
            "website": "www.zylker.com",
            "currency_symbol": "$",
            "mobile": null,
            "currency_locale": "en_US",
            "primary_zuid": "5478235",
            "zgid": "5478236",
            "country_code": "US",
            "license_details": {
                "paid_expiry": null,
                "users_license_purchased": 3,
                "trial_type": "professional",
                "trial_expiry": "2018-05-17T17:20:05+05:30",
                "paid": false,
                "paid_type": "free"
            },
            "company_name": null,
            "privacy_settings": true,
            "primary_email": "p.boyle@zylker.com",
            "iso_code": "USD"
        }
    ]
}

示例请求：获取字段元数据


				curl "https://www.zohoapis.com.cn/crm/v2/settings/fields?module=Leads"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

示例响应：用于数据处理基础字段的字段元数据


				{
    "custom_field": false,
    "lookup": {},
    "private": null,
    "visible": true,
    "webhook": true,
    "json_type": "jsonobject",
    "crypt": null,
    "field_label": "Data Processing Basis Details",
    "length": 100,
    "tooltip": null,
    "view_type": {
        "view": true,
        "edit": true,
        "quick_create": false,
        "create": true
    },
    "created_source": "default",
    "read_only": false,
    "api_name": "Data_Processing_Basis_Details",
    "unique": {},
    "businesscard_supported": true,
    "data_type": "consent_lookup",
    "formula": {},
    "currency": {},
    "id": "111111000000032030",
    "decimal_place": null,
    "pick_list_values": [],
    "multiselectlookup": {},
    "auto_number": {}
}

示例请求：获取线索模块中的字段


				curl "https://www.zohoapis.com.cn/crm/v2/settings/fields?module=Leads"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

示例响应：获取线索模块中的字段


				{
    "private": {
        "restricted": false,
        "type": "High",
        "export": false
    },
    "webhook": true,
    "json_type": "string",
    "crypt": null,
    "field_label": "Email",
    "tooltip": null,
    "created_source": "default",
    "ui_type": 25,
    "read_only": false,
    "businesscard_supported": true,
    "currency": {},
    "id": "111111000000000873",
    "custom_field": false,
    "lookup": {},
    "visible": true,
    "length": 100,
    "column_name": "EMAIL",
    "view_type": ▼{
        "view": true,
        "edit": true,
        "quick_create": true,
        "create": true
    },
    "api_name": "Email",
    "unique": {},
    "data_type": "email",
    "formula": {},
    "decimal_place": null,
    "pick_list_values": [],
    "multiselectlookup": {},
    "auto_number": {}
}

示例请求：在线索模块中插入记录


				curl "https://www.zohoapis.com.cn/crm/v2/Leads"
-X POST
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

示例输入：在线索模块中插入记录


				{
    "data": [
       {
            "Last_Name": "Boyle",
            "Email": "p.boyle@zylker.com",
            "Data_Processing_Basis_Details": {
                "Contact_Through_Email": true,
                "Contact_Through_Social": true,
                "Consent_Through": "Email",
                "Contact_Through_Survey": true,
                "Data_Processing_Basis": "Obtained",
                "Contact_Through_Phone": true,
                "Consent_Date": "2018-04-18",
                "Consent_Remarks": "fgvhbjnm"
            }
        }
    ]
}

示例请求：获取线索模块中的记录


				curl "https://www.zohoapis.com.cn/crm/v2/Leads/111111000000034001?include=private_fields"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

示例响应


				{
    "data": [
       {
            "Owner": {
                "First_Name": "Patricia",
                "Last_Name": "Boyle",
                "name": "Patricia Boyle",
                "id": "111111000000031441"
            },
            "Company": null,
            "Email": null,
            "$currency_symbol": "Rs.",
            "Last_Activity_Time": null,
            "Industry": null,
            "$converted": false,
            "$process_flow": false,
            "Street": null,
            "Data_Processing_Basis_Details": {
                "Contact_Through_Email": false,
                "Owner": {
                    "name": "Patricia Boyle",
                    "id": "111111000000031441"
                },
                "Modified_Time": "2018-05-19T18:09:22+05:30",
                "Contact_Through_Social": false,
                "Created_Time": "2018-05-18T20:20:28+05:30",
                "Consent_Through": "Call",
                "Contact_Through_Survey": false,
                "Data_Processing_Basis": "Obtained",
                "Contact_Through_Phone": false,
                "Lawful_Reason": null,
                "Mail_Sent_Time": null,
                "Modified_By": {
                    "name": "Patricia Boyle",
                    "id": "111111000000031441"
                },
                "Consent_Date": null,
                "id": "111111000000116003",
                "Created_By": {
                    "name": "Patricia Boyle",
                    "id": "111111000000031441"
                },
                "Consent_Remarks": null,
                "Consent_EndsOn": null
            },
            "Zip_Code": null,
            "id": "111111000000121848",
            "Data_Source": "Mobile",
            "$approved": true,
            "$approval": {
                "delegate": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "$data_source_details": null,
            "Created_Time": "2018-05-19T18:08:45+05:30",
            "$followed": false,
            "$editable": true,
            "City": null,
            "No_of_Employees": 20,
            "State": null,
            "$status": "c_5",
            "Country": null,
            "Created_By": {
                "First_Name": "Patricia",
                "Last_Name": "Boyle",
                "name": "Patricia Boyle",
                "id": "111111000000031441"
            },
            "Annual_Revenue": 0,
            "Secondary_Email": null,
            "Description": null,
            "Rating": null,
            "Website": null,
            "Twitter": null,
            "Salutation": null,
            "First_Name": "Deborah",
            "Lead_Status": null,
            "Full_Name": "Deborah Grogan",
            "Modified_By": {
                "First_Name": "Patricia",
                "Last_Name": "Boyle",
                "name": "Patricia Boyle",
                "id": "111111000000031441"
            },
            "Skype_ID": null,
            "Phone": -8775,
            "Email_Opt_Out": false,
            "Designation": null,
            "Modified_Time": "2018-05-19T18:08:45+05:30",
            "$converted_detail": {},
            "Mobile": null,
            "$stop_processing": false,
            "Last_Name": "Grogan",
            "Lead_Source": null,
            "Tag": [],
            "Fax": null,
            "Lookup_1": null
        }
    ],
    "info": {
        "per_page": 200,
        "count": 1,
        "page": 1,
        "more_records": false
    },
    "private_fields": [
       {
            "private": {
                "restricted": true,
                "type": "High",
                "export": false
            },
            "api_name": "Email",
            "id": "111111000000000873"
        }
    ]
}

示例请求：根据标准在线索模块中搜索记录


				curl "https://www.zohoapis.com.cn/crm/v2/Leads/search?criteria=(Last_Name:equals:Boyle)"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

示例响应


				{
    "data": [
       {
            "Data_Processing_Basis_Details": {
                "Contact_Through_Email": true,
                "Owner": {
                    "name": "Patricia Boyle",
                    "id": "111111000000031431"
                },
                "Modified_Time": "2018-04-26T14:28:44+05:30",
                "Contact_Through_Social": true,
                "Created_Time": "3522937-06-04T16:10:31+05:30",
                "Consent_Other_Details": null,
                "Consent_Through": "Email",
                "Contact_Through_Survey": true,
                "Data_Processing_Basis": "Obtained",
                "Contact_Through_Phone": true,
                "Mail_Sent_Time": null,
                "Modified_By": {
                    "name": "Deborah Grogan",
                    "id": "111111000000031431"
                },
                "Consent_Date": "2018-04-18",
                "id": "111111000000034106",
                "Created_By": {
                    "name": "Patricia Boyle",
                    "id": "111111000000031431"
                },
                "Consent_Lawful_Details": null,
                "Consent_Remarks": "Got consent from the party",
                "Consent_EndsOn": null
            },
            "Email": null,
            "Last_Name": "Boyle",
            "id": "111111000000034001",
            "$stop_processing": false
        }
    ],
    "info": {
        "per_page": 200,
        "count": 2,
        "page": 1,
        "more_records": false
    }
}

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GDPR合规性

机构API

字段API

记录API - 插入

记录API - GET

搜索API

示例响应：获取机构数据

示例响应

示例请求：获取字段元数据

示例响应：用于数据处理基础字段的字段元数据

示例请求：获取线索模块中的字段

示例响应：获取线索模块中的字段

示例请求：在线索模块中插入记录

示例输入：在线索模块中插入记录

示例请求：获取线索模块中的记录

示例响应

示例请求：根据标准在线索模块中搜索记录

示例响应